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Systematic Alpha Investments’s Lincoln National LNC Stock Holding History

Systematic Alpha Investments’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$736K Hold
20,738
– – 0.03% 127
2025
Q4 		$923K Hold
20,738
– – 0.03% 114
2025
Q3 		$836K Hold
20,738
– – 0.03% 120
2025
Q2 		$718K Hold
20,738
– – 0.03% 124
2025
Q1 		$745K Hold
20,738
– – 0.03% 117
2024
Q4 		$658K Hold
20,738
– – 0.02% 129
2024
Q3 		$653K Hold
20,738
– – 0.02% 132
2024
Q2 		$645K Hold
20,738
– – 0.02% 129
2024
Q1 		$662K Hold
20,738
– – 0.03% 132
2023
Q4 		$559K Hold
20,738
– – 0.03% 137
2023
Q3 		$512K Hold
20,738
– – 0.03% 136
2023
Q2 		$534K Hold
20,738
– – 0.03% 133
2023
Q1 		$466K Hold
20,738
– – 0.02% 147
2022
Q4 		$637K Hold
20,738
– – 0.03% 125
2022
Q3 		$911K Hold
20,738
– – 0.05% 88
2022
Q2 		$970K Hold
20,738
– – 0.05% 90
2022
Q1 		$1.35M Hold
20,738
– – 0.07% 90
2021
Q4 		$1.42M Hold
20,738
– – 0.07% 92
2021
Q3 		$1.5M Buy
20,738
+38
+0.2% +$2.48K 0.07% 94
2021
Q2 		$1.42M Hold
20,700
– – 0.06% 92
2021
Q1 		$1.29M Buy
+20,700
New +$1.14M 0.08% 86

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systematic Alpha Investments's LNC Position: Q1 2026 in Review

Systematic Alpha Investments held its Lincoln National (LNC) position steady in Q1 2026 at 20,738 shares worth $736K. The position accounts for 0.03% of the portfolio, ranked #127.

Systematic Alpha Investments first reported a position in LNC in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.5M in Q3 2021. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Systematic Alpha Investments held 20,738 shares of Lincoln National worth $736K as of Q1 2026.
  • Systematic Alpha Investments left its Lincoln National share count unchanged in Q1 2026.
  • Lincoln National made up 0.03% of Systematic Alpha Investments's portfolio in Q1 2026, its #127 holding.
  • Systematic Alpha Investments first reported a position in Lincoln National in Q1 2021 and has held it in 21 quarters since.
  • Systematic Alpha Investments's Lincoln National position peaked at $1.5M in Q3 2021.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.